Founded in 1973, family-owned
Cacique is one of the largest Hispanic-style dairy product
manufacturers in the United States. The company makes and sells
fresh specialty cheeses and creams along with Mexican-style
sausages, traditional Hispanic drinks, and yogurt-based beverages.
Their products are sold at major food retailers and smaller Hispanic
specialty retailers nationwide.

The Challenge

With an expanding nationwide network and growing
client base, Cacique was prompted to upgrade their existing business
management software to the RoleTailored Client version of Microsoft
Dynamics NAV. While pleased with their NAV solution, administrators
became immediately aware during the implementation and go- live
process that creating roles and assigning them to the 70 employees
using NAV was a challenge. It did not allow them to set roles to the
level they desired, and the process was time-intensive. They were
repeatedly going to their NAV partner for modifications, which was
getting expensive, and still they were not satisfied with the level
of security they were achieving. In addition, users would get
multiple errors while trying to perform their duties, so security
was often sacrificed for the need to perform basic job functions.
Mistakes were being made, money was being spent, users and IT were
frustrated, and a solution needed to be found.

Cacique wanted a solution that would fully
integrate with NAV and allow them to create roles to their exact
specifications quickly and easily, so they could delete all of the
generic roles in their NAV database. They also wanted field level
security, but this process was complex, and they could not get to
the level of security they needed. “The idea was to be able to
create very specific roles for users within a department so they can
do what they need to do and nothing more,” said Director of IT Eddie
Farkondeh, “and we didn’t want to spend a lot of time doing it.”

In late 2011, Eddie began looking for another
solution. Their NAV partner recommended Mergetool.com’s Easy
Security.

The Solution

After learning about Easy Security, Eddie
contacted Mergetool.com and requested a demo version of the
software. Easy Security allows companies to assign permissions for
multiple users across multiple groups and companies by automating
much of the process.

Because Cacique is using the RoleTailored Client
version of NAV, Eddie used the SQL Profiler to record tasks as the
user executed them. These tasks included login and logout and any
data permissions accessed during the task, including forms, pages,
codeunits, and reports. He could then import them to create roles.
He could then assign roles to other users and adjust them as needed
for each specific user without having to re-record tasks in common.

Eddie said that the great thing about Easy
Security and SQL Profiler is that he can “create multiple roles and
then put them into a role group and simply hand that off to a
department. It simplifies role management within NAV.”

Eddie was also pleased that NAV Easy Security
requires very little training: “Overall, we have saved time in
training and in setting up roles, and have a comprehensive tool that
allows us to create specific roles that provide the level of
security we need.”

Other features of NAV Easy Security include:

Source Code Analyzer -
Permissions required by the source code can be read and any
necessary changes added automatically to build roles or role
permissions manually added.

Automated Object-Level Security –
The complex, time-consuming task of setting up form-level,
report-level, codeunit-level and page-level security for users is
automated through object-level permissions in the roles, allowing
easy viewing of which object access by user. NAV Easy Security also
automatically maintains permissions for the remainder of the
objects.

Restore Points - Changes to
permissions can be reversed very easily should any problems arise.

Export and import features -
Restore Points, Recordings, and Built Roles can be exported and
imported, allowing for testing in one database and an easy move to
production.

NAV Easy Security also works with both the
RoleTailored Client and the Classic Client in NAV.

The Results

Cacique was able to install NAV Easy Security
following one 3-hour training session with Mergetool. “Service and
support has been great,” said Eddie. “We are extremely pleased.
Mergetool responds quickly by phone or email, and customizations
from our NAV partner are no longer necessary.” Time involved to set
up role groups has typically taken 4 hours or less; without Easy
Security, “it would have taken days.”

So what’s next for Cacique? Eddie feels they are
maximizing the system to its fullest potential. The company plans to
continue expanding as the market allows and they know that utilizing
Easy Security will allow that growing process to continue painlessly
and efficiently.

About Mergetool.com

Mergetool.com focuses on delivering products,
tools, and services to enhance the performance of Microsoft Dynamics
NAV (formerly known as Navision).

About NAV Easy Security

NAV Easy Security for Microsoft Dynamics NAV makes
it quick and easy to assign permissions for multiple users across
multiple groups and companies - saving you valuable time, money, and
resources when setting up security.